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  • A Re-Analysis Of Gilead After Q2 Results And The Early Idelalisib Approval [View article]
    You are right about the Shorts! They did the same thing to Apple last year.
    Jul 24 09:07 PM | Likes Like |Link to Comment
  • Cirrus Logic: Is The Pain Over For This Apple Supplier? [View article]
    Spot on!
    Apr 5 07:02 AM | Likes Like |Link to Comment
  • Apple: Already (Essentially) A Private Company [View article]
    Finally an article that hits to the bone. Apple doesn't give a damn what the stock holders or analysts think. They will keep developing great products that we, customers, love. Thanks.
    Mar 5 05:09 PM | 7 Likes Like |Link to Comment
  • 11 analysts have lowered their Apple (AAPL -0.4%) targets in recent weeks, Fortune observes. Many of them attributed their cuts (I, II) to reports of iPhone order reductions, but the recent drop in Apple shares is probably playing a role as well. Topeka's Brian White maintains the highest target ($1,111), and ACI Research's Ed Zabisky the lowest ($270). The average target is still at $740, 44% above current levels. [View news story]
    By the time Fortune goes to press, the news is old!
    Dec 28 01:45 PM | 2 Likes Like |Link to Comment
  • Putting Apple's (AAPL -1.4%) recent moves in perspective: the company entered 2012 with a P/E of 11.53 (not counting its cash balance), and is leaving with a P/E of 11.69. But shares are still up 25% YTD, thanks to the earnings growth seen over the interim. Earnings are expected to rise 17% in FY13 (ends in September), and revenue 22%. [View news story]
    Thanks and totally agree with your comments on HEDGERS. They'll scare you to death only to turn around and make a profit on the upside. Just hang strong.
    Dec 27 05:03 AM | Likes Like |Link to Comment
  • Apple (AAPL) is reiterated a Buy with $900 price target by Jefferies' Peter Misek, who sees the firm's gross margin issues being positively resolved in Q4. Misek has Q4 iPhone sales of 53M - about 5-7M above the Street - which could boost margins by 80 bp. Add that to Apple's typical 300 basis point lowball (36%), and Misek sees CQ4 GM at 40%. He raises his EPS estimate to $16 from $15.50 (Street consensus: $13.52). Shares +0.8% premarket. [View news story]
    What about Foxconn's admission about tight supply for iPhone 5 and their ability to get this issue resolved in time for Q4 sales?
    Nov 8 09:02 AM | Likes Like |Link to Comment